Objective Capital Management’s Pfizer PFE Stock Holding History

Objective Capital Management’s Portfolio PFE Stock Details PFE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-6,028	Closed	-$221K	–	107
2023 Q2	$221K	Sell	6,028 -4	-0.1%	-$156	0.19%	87
2023 Q1	$246K	Sell	6,032 -163	-3%	-$7.04K	0.22%	82
2022 Q4	$317K	Buy	6,195 +1,061	+21%	+$50.9K	0.32%	67
2022 Q3	$225K	Buy	5,134 +229	+5%	+$11.1K	0.24%	82
2022 Q2	$257K	Sell	4,905 -181	-4%	-$9.22K	0.26%	77
2022 Q1	$263K	Sell	5,086 -147	-3%	-$7.63K	0.2%	93
2021 Q4	$309K	Buy	+5,233	New	+$259K	0.22%	85

Other funds holding PFE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Objective Capital Management's PFE Position: Q3 2023 in Review

Objective Capital Management sold out of Pfizer (PFE) in Q3 2023, closing a stake of 6,028 shares — an estimated $221K sold.

Objective Capital Management first reported a position in PFE in Q4 2021 and held it in 7 quarters. The position peaked at $317K in Q4 2022. 2,925 funds tracked by Wall St. Rank hold PFE as of Q3 2023.

Objective Capital Management reported no remaining Pfizer position as of Q3 2023 after selling out during the quarter.
Objective Capital Management sold 6,028 Pfizer shares in Q3 2023, an estimated $221K.
Objective Capital Management first reported a position in Pfizer in Q4 2021 and held it in 7 quarters.
Objective Capital Management's Pfizer position peaked at $317K in Q4 2022.
2,925 funds tracked by Wall St. Rank held Pfizer as of Q3 2023.

Based on Objective Capital Management's 13F filing for Q3 2023, filed 15 Nov 2023.